Add Stand-Alone Users

IMPORTANT! This procedure continues from Add New Users. If you have not already done so, start with that section; then continue with the steps below. (NOTE: In the user interface, required fields are marked with an asterisk [*]. Click the Back button to return to any completed screen.)

Step One: Basic Info

IMPORTANT! You may see an Additional Monthly Charge field under Basic Info. This field shows the additional amount your account will be charged if a new user bumps your plan to a higher rate.

In the Add User dialog box:

Enter the user's First Name (or the department name) and Last Name.

Enter a Password for the user, and confirm it. NOTE: Passwords must contain 6-10 alpha-numeric characters and cannot have more than two repetitive (11 is OK; 111 is not) or two sequential (12 is OK; 123 is not) characters. Also, passwords are not case-sensitive.

Click the Time Zone drop-down arrow, and select the user's time zone (the default setting is the administrator's time zone).

Select the rights the user will have.

Basic User - A user with a non-admin account.

Power User - A user who will manage other users on this account. (Has most of the same privileges as the administrator but doesn't receive communications from eVoice)

Administrator - A user who will be the primary account contact at your company.

Click Next to continue to step two below.

Step Two: Email Addresses

In the Add User dialog box:

Add a Forwarding Email Address for the user (NOTE: If this field is left blank, the user will have to log in to eVoice to view received messages)—then (after you've entered the address) select the type of messages that should be forwarded (Voicemail or Fax; are checked by default).

Enter additional addresses, if necessary (clicking Add Email Address button after each one). TIP: To edit a forwarding-email address, click its Edit button; to delete, its small X.

Click Next to continue to step three below.

Step Three: User Phone Numbers

Enter the user's existing phone numbers (home, mobile, office, and so on) to which incoming calls will be routed.

NOTES:

Add at least one number to use as the default, or all of the user's calls will go straight to voicemail.

U.S. numbers must be at least 10 digits (e.g., 310-555-1212; 1-310-555-1212); numbers outside of the U.S. must include 011 or a plus sign (+) before the country code (e.g., 01133170387315, +33170387315).

In the Add User dialog box:

Enter a phone number, its description; then click the Number of Rings drop-down arrow, and select a number. NOTE: The number of rings is an estimate for the amount of time we will ring your call-routing number. This can vary depending on the connection time with your local carrier (1 ring is approximately 3 seconds).

Click the Add Phone Number button. (The number displays. Click its Edit button to edit it—or the small X to delete it—if necessary.)

Add more numbers, if necessary (clicking the Add Phone Number button after each one).

Click Next to continue to step four below.

Step Four: Direct-Dial Numbers

In the Add User dialog box:

Click the appropriate radio button to indicate if you want to give the user a direct-dial number (an alternate number in which to be reached).

Do Not Add a Direct Dial Number declines this option. (Calls to this user will go, instead, through the auto-attendant [i.e., virtual operator]. Proceed to step 3.)

Add a Direct Dial Number accepts this option—and the Select a Number Type pane activates.

Select a number type (toll-free, local, or international), then click Next. NOTE: If you gave or intend to give this user the Business (SMS) Texting add-on feature, the number can only be local or toll-free.

Based on the number type you selected, click the drop-down arrow, and select/enter: 1) prefix; 2) city and state, or area code; or 3) country and city. Then, click Next.

From the available phone numbers that appear, select one (click the More button, if any, to see more numbers). NOTE: If no numbers are available, or if the results don't meet your requirements, click the Back button and make another selection.

If you wish, check the Enable Call Queuing box to have the user's calls cycle through the routing table until he or she answers.

Click the Add button (the number displays).

Add another direct-dial number, if necessary. NOTE: Usage from your service plan is shared across all numbers. The total of toll-free and/or local numbers you can have is limited to three times the number of users on the account (for example, if you have six users, you can have up to 18 numbers on the account). But there is no limitation to how many international numbers you may have. Each international number incurs a $29.95 monthly fee, plus low additional per-minute calling fees that vary according to the call destination (you may activate outbound international calling by contacting Customer Support).

Click the Done button. The user's name appears on the Users page.

If you wish to now give this user any add-on features (i.e., call recording, voicemail-to-text transcription, web conferencing, or business [SMS] texting): Click the Add button in the Add-On Features column of the Users page. The Build Your Plan window appears. For instructions on how to proceed, see Add Features to, or Upgrade, Your Service Plan. (Also, if you selected any features for a user in a previous session but did not complete the order process, a system prompt will appear when the Build Your Plan window appears, asking if you wish to continue with the order, or clear and start over. Click the appropriate button to proceed.)